Katie McKinley, CFP, CKA, CMFA

Katie McKinley, CFP, CKA, CMFA Financial Advisor, Ameriprise Financial Services, LLC
Horizon Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC

🎉 Please join us in welcoming our Summer Interns! 🎉We’re excited to have a group of talented interns joining us this sum...
06/01/2026

🎉 Please join us in welcoming our Summer Interns! 🎉

We’re excited to have a group of talented interns joining us this summer—all currently pursuing their bachelor’s degree in financial planning at Liberty University. These interns will be working out of our Lakeland office, gaining valuable, hands-on experience alongside our team.

Throughout the summer, they’ll learn what it means to serve clients by applying both technical expertise and biblical wisdom in real-world scenarios. Our goal is to help equip them to guide individuals and families in making wise financial decisions, experiencing clarity and confidence, and ultimately leaving a lasting legacy.
We’re grateful to be a part of their journey and can’t wait to see how they grow over the coming months. Welcome to the team!

What a wonderful evening last week on the water aboard the King Fisher Fleet out of Fishermen’s Village! We enjoyed grea...
04/28/2026

What a wonderful evening last week on the water aboard the King Fisher Fleet out of Fishermen’s Village! We enjoyed great food, a beautiful Florida sunset, and even spotted dolphins along the way.

Thank you to everyone who joined us and helped make the night so special. We’re grateful for the relationships we get to build and moments like these that allow us to slow down, connect, and simply enjoy time together.

We’re already looking forward to the next one!

I had the opportunity to spend a few days at our team retreat last month at Riverbend Retreat Center in Riverview, FL, a...
02/04/2026

I had the opportunity to spend a few days at our team retreat last month at Riverbend Retreat Center in Riverview, FL, and it was truly refreshing and energizing.

Our time included sharing our values and StrengthsFinder work, team building, and plenty of fun—boating, fishing, games, and creating ‘word of the year’ bracelets. We finished the retreat by aligning on personal and professional goals with the team and looking ahead into the new year!

I’m grateful for the time to reset, spend time with my coworkers, and refocus on the year ahead. Excited for what’s coming in 2026 and thankful for a team that leads with purpose, authenticity, and heart.

10/21/2025

As we enter the final quarter of 2025, Ameriprise Financial experts break down recent market and economic developments, including recent interest rate cuts. Get their projections on where the market may be headed in this episode of Ameriprise Talks.

09/17/2025

Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains how the “fear of missing out” (FOMO) mindset can seep into investor psychology and breaks down the impact it could have on markets.

09/01/2025

Wishing you a safe, fun and relaxing Labor Day.

08/13/2025

The 10-year U.S. Treasury bond yield may be poised to increase later this year, leading to a potential buying opportunity for investors. Find out what dynamics may be fueling this rise.

07/18/2025

Despite early twists and turns, markets ended the first half of 2025 on a strong note. The Investment Research Group shares their projections for the U.S. economy and markets as we enter the back half of the year.

07/04/2025

Happy Independence Day! How do you plan to celebrate this Fourth of July?

Happy Father’s Day to dads everywhere! How are you celebrating your dad today?
06/15/2025

Happy Father’s Day to dads everywhere! How are you celebrating your dad today?

Address

4927 Southfork Drive
Lakeland, FL
33813

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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